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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
MFS Total Return R2
Price$20.44
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets7.81B
BALFX vs MTRRX Comparison Chart in %
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BALFX vs. MTRRX commentary
Oct 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. MTRRX (7.81B). MTRRX pays higher dividends than BALFX: MTRRX (2.07) vs BALFX (1.72). BALFX was incepted earlier than MTRRX: BALFX (25 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.61). MTRRX is a more actively managed with annual turnover of: 53.00 vs. BALFX (44.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 9.82 vs. MTRRX (1.44). BALFX return over 5 years is better than : 44.87 vs. MTRRX (12.68).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.61 | 0.97 | 63% |
| Annual Report Gross Expense Ratio | 0.61 | 0.97 | 63% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 14.486 | 9.374 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 7.81B | 3,405% |
| Annual Yield % from dividends | 1.72 | 2.07 | 83% |
| Returns for 1 year | 9.82 | 1.44 | 684% |
| Returns for 3 years | 47.11 | 17.40 | 271% |
| Returns for 5 years | 44.87 | 12.68 | 354% |
| Returns for 10 years | 78.42 | 38.18 | 205% |
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